Load Brazil CVM Filings into Tableau

Want Tableau CVM filings dashboards without scraping the portal? apicvm returns document metadata as JSON. Tableau has no native CVM connector — land rows as CSV (or a Web Data Connector) and build charts on inventory, type mix, and year coverage.

The problem

BI teams covering Brazilian issuers often need:

A watchlist inventory of DFP / ITR / FRE documents
Filters by ticker, type, and year
Stable document IDs for audit links — not portal session URLs

Portal ZIP dumps do not refresh cleanly into Tableau extracts.

Recommended bridge

apicvm GET /v1/documents
  → Python/Node job writes CSV
  → Tableau Desktop / Server extract

You can wrap the same endpoint in a Tableau Web Data Connector if your org already uses WDCs. The API contract stays identical.

Setup

export APICVM_URL='https://apicvm.dev'
export APICVM_KEY='apicvm_...'   # from /signup

Pull an inventory CSV

import csv, os, requests

BASE = os.environ["APICVM_URL"]
H = {"Authorization": f"Bearer {os.environ['APICVM_KEY']}"}

rows = []
page = 1
while True:
    r = requests.get(
        f"{BASE}/v1/documents",
        headers=H,
        params={
            "ticker": "PETR4",
            "type": "DFP",
            "year": 2024,
            "page": page,
            "perPage": 50,
        },
    ).json()
    rows.extend(r["data"])
    if page >= r["meta"]["lastPage"]:
        break
    page += 1

with open("petr4_dfp_2024.csv", "w", newline="") as f:
    w = csv.DictWriter(f, fieldnames=["id", "name", "type", "year", "ticker"])
    w.writeheader()
    for d in rows:
        w.writerow({
            "id": d["id"],
            "name": d.get("name"),
            "type": d.get("type"),
            "year": d.get("year"),
            "ticker": "PETR4",
        })

perPage max is 50. See Paginate and filter.

Connect in Tableau

Open Tableau → Text file (or your CSV data source)
Point at the exported inventory
Build views: document counts by type / year, tables of name + id
Optional: add a calculated URL field to your internal archive keyed by id

For analyst workflows that already live in Microsoft stacks, see Power BI and Excel Power Query.

curl cross-check

curl -H "Authorization: Bearer $APICVM_KEY" \
  "$APICVM_URL/v1/documents?ticker=PETR4&type=DFP&year=2024&perPage=20"

What Tableau should not do alone

Do not scrape CVM HTML into Tableau Web Data scrapers — brittle and against the spirit of primary-source APIs
Do not treat empty extracts as “company never filed”; empty means “not in corpus yet”
PDF binary download (GET /v1/documents/:id/file) is for your archive/job, not for Tableau viz cells

Current limitations

No official Tableau connector from apicvm — CSV/WDC is the path
Text extraction is async via callback (Pro); Student keys get 403 on extract
Corpus coverage depends on ingestion lag

Next steps

Ready to integrate?

Get an API key and start querying Brazilian CVM filings programmatically.

Read the API docs Get API key